Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,986 | $172,111-0.1% | $150,298+14.4% | $137,256+25.3% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 15.65% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,677 | $4,636-63.8% | $4,154-59.6% | $4,156-59.7% |
| Participant deferral / active EE | $852 | $6,166-86.2% | $5,453-84.4% | $6,407-86.7% |
| Admin fee / account holder | $1,185 | $16,471-92.8% | $14,116-91.6% | $12,270-90.3% |